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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-09-11
  • GA RA
    APPROVED
    Since 2025-09-11

Branch Locations

3314 Peachtree Road, Atlanta, GA 30326-1001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Full Time Education Macon GA 08/2016 05/2020
Unemployed Stone Mountain GA 05/2020 11/2020
E*Trade By Morgan Stanley Alpharetta GA 11/2020 06/2022
Jpmorgan Atlanta GA 08/2022 08/2025
Charles Schwab & Co., Inc. Atlanta GA 08/2025 Present
Charles Schwab Bank, Ssb Atlanta GA 08/2025 Present
  • 08/2016 → 05/2020
    Full Time Education
    Macon, GA
  • 05/2020 → 11/2020
    Unemployed
    Stone Mountain, GA
  • 11/2020 → 06/2022
    E*Trade By Morgan Stanley
    Alpharetta, GA
  • 08/2022 → 08/2025
    Jpmorgan
    Atlanta, GA
  • 08/2025 → Present
    Atlanta, GA
  • 08/2025 → Present
    Charles Schwab Bank, Ssb
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-23
S63 Uniform Securities Agent State Law Examination 2021-06-14
  • S66 Uniform Combined State Law Examination
    2022-09-23
  • S63 Uniform Securities Agent State Law Examination
    2021-06-14
Other Names
  • Devin W Orr

View on SEC IAPD

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